C3.ai: Accelerating Growth Driving Near-Term Upside

C3.ai's (NYSE: AI ) second quarter results were solid, with growth continuing to accelerate and margins improving. While the stock has moved significantly higher in recent months, C3.ai's valuation is still reasonable given the company's growth and pilot volumes.Richard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by ...